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The goals and subgoals on your Progress Board allow you to start communicating the impact of your charitable organisation. However a more robust way to communicate and measure your impact is to conduct formal surveys of your beneficiaries at the start of your work with them and then again at the end.

Charitable organisations often use these surveys at the start and end of their programmes to see what change there has been in the responses of each beneficiary to each question in the survey.

Rather than forcing leaders of charitable leaders to write their own surveys from scratch on Makerble we provide access to a variety of open-source validated psychology-based surveys which can be used to accurately measure a person's emotional wellbeing as well as other attributes. Those surveys are available on https://www.makerble.com/explore/surveys

Your task is to choose one survey to add to each of your projects. Choose a different survey for each project. You will then deploy those surveys and create two sets of mock responses for each beneficiary so that the difference over time can be seen.

Steps to add surveys to your projects

  1. Go to the Explore Surveys page https://www.makerble.com/explore/surveys

  2. Click the name of each survey to see a preview of the survey questions

  3. Choose a survey that is suitable for each of your projects. (if the survey is not 100% suitable, just choose one anyway)

  4. Add your chosen survey to your project by clicking the Add To Project button. This gives you a list of your projects in a popup and lets you add the survey to that project

  5. Go to the Survey preview page of the survey you selected. On the right is the Projects using this survey box. Your project will now be listed here

  6. Select the name of your project. You will be taken to the Survey Campaign page. A Survey Campaign is created whenever a survey is assigned to a project.

Completing before and after surveys for each beneficiary on each project

Often it’s the case that our clients have been using paper-based surveys to collect BEFORE and AFTER information about their beneficiaries.

When this is the case they then need to add those survey results into Makerble. To make life easier, we have created a page which allows you to enter survey responses for multiple beneficiaries (respondents) on one page, on their behalf.

In this task you will be creating two stories (survey responses), a Before survey response (where you backdate it to having happened a year ago when your beneficiaries first joined your project) and an After survey response (which you can leave as being set to Today’s date. This can correspond to the end of your project). When creating the stories, set the initial answers as more negative preferably so that you can see a positive change over time for your beneficiaries. But still choose different answers for each beneficiary so that you have a variety of results.

Steps

  1. Go to the Survey Campaign page’s Start tab

  2. Click the 2nd Post Update button - the one that relates to About Many Contacts.

  3. This page displays a table underneath each Survey Question so that you can enter the responses for multiple beneficiaries at once.

  4. At the bottom of the survey (or elsewhere) is a Date this actually happened field that lets you backdate the survey response.

    1. So the first time you do the survey, set the date to some point last year.

    2. Then the second time you do the survey, set the date to more recently

  5. When you press Publish, you will be redirected to the Story show page. It will show all the survey responses from each beneficiary you entered responses for

  6. The Story show page has two tabs.

    1. the Answers shows you a breakdown of each question and the answer selected for each beneficiary

    2. the Summary tab is more interactive but minimalist. you can click each icon and it will cause the page to expand to display the Survey Question that it corresponds to and the beneficiaries for whom responses were recorded

      1. You can click a beneficiary’s name to be taken to their Contact profile pagee

      2. On the beneficiary’s Contact Profile page you will see their individual response to this survey as a post in their Timeline.

  7. Create two sets of stories (survey responses) - for Before & After - for each survey on each project.

Analysing survey results

  1. To understand survey results, you need to go to the ANALYSE tab of the Survey Campaign page. This displays a variety of charts that show the distribution of answers to each question. Instructions Video: https://www.loom.com/share/8ac9486f5d4f4a58b0529fc2497ee8a8

  2. There are filters that allow you to filter the survey results based on the Demographic Fields that you used for the Contacts in your project.

  3. Click the Filter button to use those filters and you will see the Demographic Field Filters listed in the Contact Filters section

  4. Take a full page screenshot of your Survey Campaign page and add it to the Trello card for this task as a comment

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